Financial Services Professional

2 weeks ago


Toronto, Ontario, Canada CC&L Private Capital Full time
About the Role
A financial services professional is required to join our team at CC&L Private Capital, a leading provider of discretionary money management services. The successful candidate will have experience in investment management and be responsible for managing client assets.

About Us
CC&L Private Capital is an affiliate of CCLFG, providing professional discretionary money management services to individual investors, foundations, and endowments. We manage over $14 billion in client assets and are committed to creating a diverse and inclusive environment.

Your Responsibilities
This role involves working closely with clients to understand their financial goals and objectives. You will develop personalized investment strategies and implement them through a range of traditional and alternative investment products. Your expertise will help us deliver exceptional results for our clients.

Requirements
We are looking for an experienced financial services professional with:
  • 5+ years of experience in investment management or a related field.
  • An undergraduate degree, preferably in finance or a related field, and/or relevant work experience in a similar role.
  • Excellent written and verbal communication skills.
  • Exceptional attention to detail.
  • Experience working independently, as well as in partnership with other team members.
  • Strong organizational and time-management skills with a proven ability to multi-task and work autonomously.
  • Good judgment coupled with the ability to set clear expectations and make sound decisions.
  • Advanced user of Excel, PowerPoint, Word, and Adobe Acrobat.

What We Offer
As a valued member of our team, you can expect:
  • a competitive salary of around $120,000 per year.
  • the opportunity to work with a leading provider of discretionary money management services.
  • access to ongoing training and professional development.
  • a dynamic and supportive work environment.

How to Apply
If you are a motivated and experienced financial services professional looking for a new challenge, please submit your resume and cover letter as one PDF. We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted.

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